Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $41,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,359 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,224 | $101,317+344.4% | $146,958+206.4% | $74,495+504.4% |
| Participation rate | 84.3% | 75.5%+8.7pp | 82.2%+2.1pp | 67.2%+17.1pp |
| Annual return | 15.08% | 8730.91%-8715.8pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $6,794 | $3,810+78.3% | $4,933+37.7% | $2,623+159.0% |
| Participant deferral / active EE | $12,388 | $7,303+69.6% | $8,070+53.5% | $4,346+185.1% |
| Admin fee / account holder | $273 | $1,739-84.3% | $12,998-97.9% | $1,942-85.9% |